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Upwork
UPWK

Overview Fund Activity

212 hedge funds and large institutions have $960M invested in Upwork in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-15
Holders Change %
-6.61%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
33
Increased
75
Reduced
68
Closed
46
Calls
$6.97M
Puts
$10.4M
Net Calls
-$3.48M
Net Calls Change
-$2.49M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.1M
2
AA
Ancient Art
Texas
$54.7M
3
DAM
Dorsey Asset Management
Illinois
$43.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$129M
5
ICM
Invenomic Capital Management
Massachusetts
$21M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
3
Macquarie Group
Macquarie Group
Australia
$0
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
5
Federated Hermes
Federated Hermes
Pennsylvania
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$21.8K -$57.8K -6,192 -73%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$21.4K +$17.4K +1,861 +437%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$19K +$17.7K +1,945 +1,370%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$15.8K -$1.31K -140 -8%
C
180
Covestor
United Kingdom
$13K -$5.16K -542 -28%
BIA
181
Bell Investment Advisors
California
$11.4K -$878 -94 -7%
QCG
182
Quadrant Capital Group
Ohio
$10.7K +$9.66K +1,034 +891%
LC
183
Lindbrook Capital
California
$7.49K -$5.16K -552 -41%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.16K – – –
S
185
SignatureFD
Georgia
$6.16K -$3.94K -422 -39%
HNB
186
Huntington National Bank
Ohio
$6.14K -$6.3K -675 -51%
BCV
187
Banque Cantonale Vaudoise
Switzerland
$6K – – –
QL
188
Quarry LP
New York
$5.9K -$26.7K -2,854 -82%
ME
189
McIlrath & Eck
Washington
$4.13K – – –
CWM
190
Compass Wealth Management
Connecticut
$3.74K – – –
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$2.57K – – –
HFS
192
Hantz Financial Services
Michigan
$2K – – –
CIA
193
Cape Investment Advisory
Georgia
$1.87K – – –
WAM
194
Wolverine Asset Management
Illinois
$1.6K – – –
NA
195
NewEdge Advisors
Louisiana
$1.59K -$21.7K -2,324 -93%
FGAM
196
Financial Gravity Asset Management
Texas
$1.57K +$252 +26,963 +19%
GWS
197
Glassman Wealth Services
Virginia
$1.3K +$1.09K +117 +532%
IA
198
IFP Advisors
Florida
$934 – – –
TPCW
199
TD Private Client Wealth
New York
$934 +$934 +100 New
RCM
200
Raleigh Capital Management
North Carolina
$822 +$822 +88 New
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